Commercial Lines Account Production Manager

HigginbothamAustin, TX
21dHybrid

About The Position

The Account Production Manager position was established to aid in growing and maintaining a Managing Director’s book of business.

Requirements

  • Minimum of 7 years of experience in insurance sales or servicing role.
  • Active General Lines or Property & Casualty License required
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
  • Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
  • Attention to Detail : A strong focus on completing tasks and projects accurately and thoroughly
  • Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
  • Timely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectively
  • Team Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goals
  • Client Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
  • Dependability : Acknowledgment of the importance of being present and punctual.
  • Creative Thinking : Openness to suggesting new ideas and methods to improve processes and outcome
  • Organizational Skills : Capability to prioritize tasks and manage multiple projects simultaneously
  • Adaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
  • Ability to lift 25 pounds
  • Repeated use of sight to read documents and computer screens
  • Repeated use of hearing and speech to communicate on telephone and in person
  • Repetitive hand movements, such as keyboarding, writing, 10-key
  • Walking, bending, sitting, reaching and stretching in all directions

Nice To Haves

  • Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Responsibilities

  • Help gather exposure updates and applications for renewals.
  • Track and ensure service timeline items are completed.
  • Manage daily task tracker of ongoing follow up items.
  • Verify renewals are booked and items issued (COI, auto ID cards, etc).
  • Track claims submitted to the claims department and aid with quality control.
  • Aid in marketing strategy for renewals.
  • Help evaluate incumbent and alternative markets.
  • Track account details: coverage in place, coverage opportunities, and cross-sell data.
  • Track client retention initiatives: events (Colonial, hunting, lunch, etc), birthday email, gifts, etc.
  • Help coordinate new business marketing efforts (documents to marketer, underwriting conversations, coverage review, etc).
  • Aid in efforts to drive new business (Private Equity, Franchise, Habitational, Public Sector, Real Estate, Program development, etc).
  • Ensure marketing timeline is established and submitted to Day 2 team.
  • Center of Influence development – help further relationships with targeted COI’s

Benefits

  • Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
  • Employee Wellness Program
  • Company paid holidays, plus PTO
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